EW
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Evoke Wealth’s GMO US Quality ETF QLTY Stock Holding History

Evoke Wealth’s Portfolio QLTY Stock Details QLTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,289
Closed -$329K – 461
2024
Q4 		$329K Buy
10,289
+7
+0.1% +$228 0.01% 328
2024
Q3 		$336K Buy
+10,282
New +$323K 0.01% 319

Other funds holding QLTY

AG
AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GWM
Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Evoke Wealth's QLTY Position: Q1 2025 in Review

Evoke Wealth sold out of GMO US Quality ETF (QLTY) in Q1 2025, closing a stake of 10,289 shares — an estimated $329K sold.

Evoke Wealth first reported a position in QLTY in Q3 2024 and held it in 2 quarters. The position peaked at $336K in Q3 2024. 108 funds tracked by Wall St. Rank hold QLTY as of Q1 2025.

  • Evoke Wealth reported no remaining GMO US Quality ETF position as of Q1 2025 after selling out during the quarter.
  • Evoke Wealth sold 10,289 GMO US Quality ETF shares in Q1 2025, an estimated $329K.
  • Evoke Wealth first reported a position in GMO US Quality ETF in Q3 2024 and held it in 2 quarters.
  • Evoke Wealth's GMO US Quality ETF position peaked at $336K in Q3 2024.
  • 108 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q1 2025.

Based on Evoke Wealth's 13F filing for Q1 2025, filed 13 May 2025.